+364.1%
ORLY vs AMBA
+2.6%
+361.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.4% | -8.2% | -0.4% |
| 7D | -1.0% | +2.5% | -3.5% | -1.2% |
| 30D | -6.7% | -16.1% | +9.5% | -5.6% |
| 3M | -3.8% | +4.6% | -8.4% | -4.9% |
| 6M | -9.0% | +29.2% | -38.2% | -12.0% |
| YTD | -5.6% | -2.9% | -2.7% | -7.1% |
| 1Y | -19.5% | -18.7% | -0.8% | -20.1% |
| 3Y | +34.7% | +14.9% | +19.9% | +25.7% |
| 5Y | +118.0% | -53.0% | +171.0% | +113.1% |
| 10Y | +364.1% | +8.3% | +355.8% | +267.8% |
| All | +364.1% | +2.6% | +361.5% | +267.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling